See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,442 | $102,317-50.7% | $146,958-65.7% | $80,856-37.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 15.89% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,308 | $3,713-37.8% | $4,933-53.2% | $2,755-16.2% |
| Participant deferral / active EE | $11,279 | $6,644+69.8% | $8,070+39.8% | $4,296+162.6% |
| Admin fee / account holder | $6,093 | $7,941-23.3% | $12,998-53.1% | $6,918-11.9% |